# Goldman İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Goldman" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

Goldman Sachs Details Korea Memory "8 Key Focus Points": Valuation, Long-Term Agreements, Inventory, CXMT Impact, Buybacks, etc.

Goldman Sachs maintains a "Buy" rating on Samsung Electronics and SK Hynix, stating their recent sharp share price corrections reflect excessive market pessimism unsupported by fundamentals. The report addresses eight key market concerns: 1. **HBM Pricing:** GS forecasts HBM blended average prices for Samsung and SK Hynix to nearly double by 2027 due to persistent tight supply and a need to re-establish price premiums over standard DRAM. 2. **Long-Term Agreements (LTAs):** LTA terms are shifting in favor of suppliers, featuring longer terms, higher coverage targets (60-70% of capacity), "floor-price" protections, and significant upfront customer deposits. 3. **Inventory:** While module maker inventory is elevated, this represents a small portion of the overall market. Supplier and end-customer inventories remain healthy at low levels. 4. **NAND Supply:** Fears of a NAND oversupply are overblown. Strong enterprise SSD demand is expected to offset consumer weakness, with the supply-demand gap widening through 2027. 5. **Shareholder Returns:** GS expects both companies' actual dividends to exceed current market consensus. Share buybacks would be well-received, especially for SK Hynix to counter ADR-related dilution. 6. **SK Hynix ADR Premium:** The ADR's ~30% premium over the local share is likely persistent due to conversion constraints but aids long-term valuation re-rating by improving global investor access. 7. **SK Hynix Q2 '26 Results:** The earnings miss was due to one-time factors like slower HBM4 mix transition. Q3 is expected to see a strong recovery with higher volumes and better pricing/mix. 8. **CXMT Impact:** The competitive threat from China's CXMT is limited to the domestic market due to its technology lag and different product mix, posing minimal risk to the global supply-demand balance. GS concludes the current low valuations (approx. 3.5x 2027 P/E) imply an unrealistic lack of profit sustainability.

marsbit7 saat önce

Goldman Sachs Details Korea Memory "8 Key Focus Points": Valuation, Long-Term Agreements, Inventory, CXMT Impact, Buybacks, etc.

marsbit7 saat önce

Goldman Sachs Flags Oil Price Risks, Will Cryptocurrencies be Affected?

Goldman Sachs warns that rising oil prices, potentially exceeding $100 a barrel and even the 2008 high of $147.50, pose significant risks for 2026-2027 due to supply shocks from the Middle East conflict. This has raised questions about potential impacts on cryptocurrencies. While major cryptos like BTC and XRP have held steady prices recently, the risk of inflation could change the market dynamic. Analysts offer mixed crypto forecasts; one expert doubts BTC will reach $100,000 soon, while another predicts a potential drop to $10,000. Concurrently, traditional safe-havens gold and silver have seen price declines.

TheNewsCrypto03/20 07:41

Goldman Sachs Flags Oil Price Risks, Will Cryptocurrencies be Affected?

TheNewsCrypto03/20 07:41

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